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LIGHTPATH TECHNOLOGIES INC（LPTH）与Spire Global, Inc.（SPIR）财务数据对比。点击上方公司名可切换其他公司
LIGHTPATH TECHNOLOGIES INC的季度营收约是Spire Global, Inc.的1.0倍（$16.4M vs $15.8M），LIGHTPATH TECHNOLOGIES INC净利率更高（-57.5% vs -176.6%，领先119.1%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs -26.9%），LIGHTPATH TECHNOLOGIES INC自由现金流更多（$2.0M vs $-16.2M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs -32.6%）
LightPath Technologies Inc是一家精密光学组件及组件生产商，主营非球面透镜、红外光学器件、光纤产品等，服务工业自动化、航空航天、国防、医疗成像、电信等领域的全球客户，提供标准及定制化光学解决方案。
Spire Global, Inc.是一家天基云数据与分析服务企业，核心业务依托由大量纳米卫星组成的卫星星座，提供覆盖全球的多领域数据集追踪服务，具体包含船舶航运追踪、航空航行监控以及气象模式观测等相关业务，服务覆盖全球范围。
LPTH vs SPIR — 直观对比
营收规模更大
LPTH
是对方的1.0倍
$15.8M
营收增速更快
LPTH
高出147.2%
-26.9%
净利率更高
LPTH
高出119.1%
-176.6%
自由现金流更多
LPTH
多$18.1M
$-16.2M
两年增速更快
LPTH
近两年复合增速
-32.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $15.8M |
| 净利润 | $-9.4M | $-28.0M |
| 毛利率 | 36.8% | 40.2% |
| 营业利润率 | -52.6% | -164.1% |
| 净利率 | -57.5% | -176.6% |
| 营收同比 | 120.2% | -26.9% |
| 净利润同比 | -260.1% | 42.7% |
| 每股收益（稀释后） | $-0.20 | $-0.85 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LPTHSPIR
| Q4 25 | $16.4M | $15.8M | ||
| Q3 25 | $15.1M | $12.7M | ||
| Q2 25 | $12.2M | $19.2M | ||
| Q1 25 | $9.2M | $23.9M | ||
| Q4 24 | $7.4M | $21.7M | ||
| Q3 24 | $8.4M | $28.6M | ||
| Q2 24 | $8.6M | $25.4M | ||
| Q1 24 | $7.7M | $34.8M |
净利润LPTHSPIR
| Q4 25 | $-9.4M | $-28.0M | ||
| Q3 25 | $-2.9M | $-19.7M | ||
| Q2 25 | $-7.1M | $119.6M | ||
| Q1 25 | $-3.6M | $-20.7M | ||
| Q4 24 | $-2.6M | $-48.8M | ||
| Q3 24 | $-1.6M | $-12.5M | ||
| Q2 24 | $-2.4M | $-16.6M | ||
| Q1 24 | $-2.6M | $-25.5M |
毛利率LPTHSPIR
| Q4 25 | 36.8% | 40.2% | ||
| Q3 25 | 29.8% | 36.6% | ||
| Q2 25 | 22.0% | 48.9% | ||
| Q1 25 | 29.1% | 36.8% | ||
| Q4 24 | 26.0% | 32.4% | ||
| Q3 24 | 33.9% | 44.5% | ||
| Q2 24 | 29.2% | 43.0% | ||
| Q1 24 | 20.9% | 26.5% |
营业利润率LPTHSPIR
| Q4 25 | -52.6% | -164.1% | ||
| Q3 25 | -16.6% | -166.1% | ||
| Q2 25 | -38.0% | -122.7% | ||
| Q1 25 | -36.3% | -106.5% | ||
| Q4 24 | -33.5% | -144.1% | ||
| Q3 24 | -16.4% | -48.0% | ||
| Q2 24 | -25.6% | -48.6% | ||
| Q1 24 | -33.6% | -34.4% |
净利率LPTHSPIR
| Q4 25 | -57.5% | -176.6% | ||
| Q3 25 | -19.2% | -155.3% | ||
| Q2 25 | -57.8% | 623.4% | ||
| Q1 25 | -39.1% | -86.5% | ||
| Q4 24 | -35.2% | -225.2% | ||
| Q3 24 | -19.3% | -43.7% | ||
| Q2 24 | -27.3% | -65.2% | ||
| Q1 24 | -33.7% | -73.3% |
每股收益（稀释后）LPTHSPIR
| Q4 25 | $-0.20 | $-0.85 | ||
| Q3 25 | $-0.07 | $-0.61 | ||
| Q2 25 | $0.19 | $3.72 | ||
| Q1 25 | $-0.44 | $-0.77 | ||
| Q4 24 | $-0.07 | $-1.93 | ||
| Q3 24 | $-0.04 | $-0.50 | ||
| Q2 24 | $-0.15 | $-0.68 | ||
| Q1 24 | $-0.07 | $-1.17 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $73.6M | $81.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $112.9M |
| 总资产 | $148.6M | $211.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LPTHSPIR
| Q4 25 | $73.6M | $81.8M | ||
| Q3 25 | — | $96.8M | ||
| Q2 25 | $4.9M | $117.6M | ||
| Q1 25 | — | $35.9M | ||
| Q4 24 | — | $19.2M | ||
| Q3 24 | — | $36.6M | ||
| Q2 24 | — | $45.8M | ||
| Q1 24 | — | $63.7M |
总债务LPTHSPIR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $103.7M | ||
| Q4 24 | — | $103.1M | ||
| Q3 24 | — | $4.9M | ||
| Q2 24 | $535.0K | $4.9M | ||
| Q1 24 | $599.4K | $123.1M |
股东权益LPTHSPIR
| Q4 25 | $77.9M | $112.9M | ||
| Q3 25 | $21.4M | $133.1M | ||
| Q2 25 | $15.6M | $149.2M | ||
| Q1 25 | $15.7M | $3.7M | ||
| Q4 24 | $26.7M | $-11.7M | ||
| Q3 24 | $29.4M | $30.8M | ||
| Q2 24 | $30.2M | $40.3M | ||
| Q1 24 | $31.7M | $52.5M |
总资产LPTHSPIR
| Q4 25 | $148.6M | $211.0M | ||
| Q3 25 | $87.3M | $224.3M | ||
| Q2 25 | $81.5M | $239.5M | ||
| Q1 25 | $81.4M | $208.8M | ||
| Q4 24 | $45.8M | $193.6M | ||
| Q3 24 | $48.4M | $224.2M | ||
| Q2 24 | $48.1M | $230.8M | ||
| Q1 24 | $49.7M | $252.3M |
负债/权益比LPTHSPIR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 27.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | 0.02× | 0.12× | ||
| Q1 24 | 0.02× | 2.35× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $2.8M | $-4.3M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $-16.2M |
| 自由现金流率自由现金流/营收 | 12.0% | -102.1% |
| 资本支出强度资本支出/营收 | 5.3% | 75.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-6.3M | $-92.6M |
8季度趋势，按日历期对齐
经营现金流LPTHSPIR
| Q4 25 | $2.8M | $-4.3M | ||
| Q3 25 | $-1.1M | $-12.0M | ||
| Q2 25 | $-2.6M | $-35.1M | ||
| Q1 25 | $-3.2M | $-8.4M | ||
| Q4 24 | $-737.4K | $-19.2M | ||
| Q3 24 | $-1.7M | $14.0M | ||
| Q2 24 | $64.7K | $-4.4M | ||
| Q1 24 | $-394.2K | $-8.8M |
自由现金流LPTHSPIR
| Q4 25 | $2.0M | $-16.2M | ||
| Q3 25 | $-1.2M | $-20.4M | ||
| Q2 25 | $-3.3M | $-38.7M | ||
| Q1 25 | $-3.7M | $-17.3M | ||
| Q4 24 | $-817.8K | $-24.3M | ||
| Q3 24 | $-1.8M | $5.1M | ||
| Q2 24 | $-225.5K | $-9.9M | ||
| Q1 24 | $-802.5K | $-15.9M |
自由现金流率LPTHSPIR
| Q4 25 | 12.0% | -102.1% | ||
| Q3 25 | -8.1% | -161.3% | ||
| Q2 25 | -27.3% | -201.7% | ||
| Q1 25 | -40.0% | -72.6% | ||
| Q4 24 | -11.0% | -112.2% | ||
| Q3 24 | -21.2% | 17.8% | ||
| Q2 24 | -2.6% | -39.0% | ||
| Q1 24 | -10.4% | -45.7% |
资本支出强度LPTHSPIR
| Q4 25 | 5.3% | 75.1% | ||
| Q3 25 | 0.5% | 66.2% | ||
| Q2 25 | 5.6% | 18.8% | ||
| Q1 25 | 4.6% | 37.3% | ||
| Q4 24 | 1.1% | 23.5% | ||
| Q3 24 | 0.9% | 31.2% | ||
| Q2 24 | 3.4% | 21.8% | ||
| Q1 24 | 5.3% | 20.3% |
现金转化率LPTHSPIR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.29× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LPTH
| Other | $7.9M | 48% |
| Infrared Components | $5.0M | 31% |
| Visible Components | $3.4M | 21% |
SPIR
暂无分部数据
